See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,792 | $135,635-72.9% | $110,238-66.6% | $135,375-72.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -9.16% | 513.19%-522.3pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,359 | $4,906-31.5% | $3,826-12.2% | $4,779-29.7% |
| Participant deferral / active EE | $5,210 | $5,506-5.4% | $4,672+11.5% | $5,609-7.1% |
| Admin fee / account holder | $455 | $11,457-96.0% | $8,547-94.7% | $10,827-95.8% |